Sunbelt Securities’s J.M. Smucker SJM Stock Holding History

Sunbelt Securities’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45K	Buy	15 +14	+1,400%	+$1.47K	﹤0.01%	2009
2025 Q4	$98	Sell	1 -13	-93%	-$1.34K	﹤0.01%	2549
2025 Q3	$1.52K	Buy	14 +12	+600%	+$1.3K	﹤0.01%	1943
2025 Q2	$220	Hold	2	–	–	﹤0.01%	1745
2025 Q1	$237	Hold	2	–	–	﹤0.01%	1736
2024 Q4	$220	Hold	2	–	–	﹤0.01%	1749
2024 Q3	$242	Sell	2 -217	-99%	-$25.6K	﹤0.01%	1779
2024 Q2	$23.9K	Buy	219 +2	+0.9%	+$226	﹤0.01%	1084
2024 Q1	$27.4K	Buy	217 +2	+0.9%	+$253	﹤0.01%	1021
2023 Q4	$27.2K	Buy	215 +2	+0.9%	+$232	﹤0.01%	951
2023 Q3	$26.2K	Sell	213 -1	-0.5%	-$142	﹤0.01%	947
2023 Q2	$31.6K	Buy	214 +2	+0.9%	+$305	﹤0.01%	900
2023 Q1	$33.5K	Buy	+212	New	+$32.2K	0.01%	825
2020 Q1	–	Sell	-2,318	Closed	-$241K	–	609
2019 Q4	$241K	Sell	2,318 -64	-3%	-$6.77K	0.03%	492
2019 Q3	$261K	Buy	+2,382	New	+$265K	0.03%	454

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return